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Gift Tax Blunders: Common Mistakes on Form 709

EPISODE · Dec 9, 2025 · 14 MIN

Gift Tax Blunders: Common Mistakes on Form 709

from ACTEC Trust & Estate Talk · host © 2025 The American College of Trust and Estate Counsel

Common Form 709 mistakes can trigger costly GST and gift-tax consequences. ACTEC experts explain how to spot and fix DSUE, GST allocation, and gift-splitting errors. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

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Gift Tax Blunders: Common Mistakes on Form 709

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